Stock Analysis
Page 12 of 101 · Expert research and deep-dive articles on companies
Goldwin Inc (TYO: 8111): A 50% Gross Margin Business for a 13x P/E
by KonichiValue | 2026-04-29
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Spotify 1Q'26: Recalibrating Expectations
by MBI Deep Dives | 2026-04-29
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Teqnion 2026 Q1 Confirmed the Thesis 🔥
by Slow Compounding | 2026-04-29
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Bloom Energy +15% After Hours — $260 Post-Market. All-Time High Obliterated.
by The Disruptive Investor | 2026-04-28
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Adobe Expert Insight Interview (No Paywall)
by Speedwell Memos | 2026-04-28
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Roblox: Aggregating the Attention of Next Generation
by MBI Deep Dives | 2026-04-28
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Roblox
by MBI Deep Dives | 2026-04-28
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Deep|TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet
by FUNDA | 2026-04-27
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Deep|DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost
by FUNDA | 2026-04-27
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Ally Financial: In Gear
by TSOH Investment Research | 2026-04-27
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Weekly|NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8t/8i Optics Win, Meta & AWS Preview, and More
by FUNDA | 2026-04-26
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Philip Morris International: Centered
by Invariant | 2026-04-26
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IBP: The valuation gap is there. The timing isn't. Yet.
by Flow Value Investing | 2026-04-24
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Adyen update
by scuttleblurb | 2026-04-24
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Interactive Brokers: Predictions Explosion? (Ticker: IBKR)
by Chit Chat Stocks | 2026-04-24
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Intel is still cheap on price/book value.
by Irrational Analysis | 2026-04-24
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Dividend Informer Q1 2026 Update: BlackRock
by Dividend Informer | 2026-04-23
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Dividend Informer Q1 2026 Update: Abbott Laboratories
by Dividend Informer | 2026-04-23
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Tesla's Terafab Dream
by MBI Deep Dives | 2026-04-23
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Deep|NVDA: Rethinking NVIDIA's Moat in the AI Stack
by FUNDA | 2026-04-23
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Netflix – This 13% Dip Doesn’t Make it a Buy.
by Rijnberk Investinsights | 2026-04-23
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Why is the Nintendo stock dropping like a rock?
by KonichiValue | 2026-04-23
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WSO: The Consolidation Trade on the Wrong Side
by Flow Value Investing | 2026-04-22
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Danaher 1Q'26 Update
by MBI Deep Dives | 2026-04-22
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Raysearch: Laser Focused
by Value Zoomer | 2026-04-22
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Amazon🤝Anthropic: $100B Implications
by The Pragmatic Optimist | 2026-04-22
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Sportradar: The Operating System of Global Sports Data
by CompoundingAlpha | 2026-04-22
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Takeuchi Manufacturing (TYO: 6432): Much more interesting than Komatsu or Caterpillar
by KonichiValue | 2026-04-22
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Meta's Heterogeneous Fleet
by MBI Deep Dives | 2026-04-21
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Preview|NOW 1Q26: Growth Largely In Line as Macro Stays Choppy; AI Control Tower Emerges as New Narrative
by FUNDA | 2026-04-21
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Taiwan Semiconductor – How Can You Not Be Bullish Now? (Q1 Review)
by Rijnberk Investinsights | 2026-04-21
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Bachem AG: Riding the “Golden Age of Peptides” with this Hidden Champion from Switzerland
by Value and Opportunity | 2026-04-21
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Robertet : reviewing the annual report
by French Hidden Champions | 2026-04-20
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Netflix: The Pace Of Change
by TSOH Investment Research | 2026-04-20
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LVMH: From King of Luxury to the Reset
by TQI Capital | 2026-04-20
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Microsoft: The Best Company In The World Is Too Cheap
by Crack The Market | 2026-04-19
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Weekly|AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMTB AMA Next Monday, PLTR, AMZN Acquiring GSAT
by FUNDA | 2026-04-19
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Review|TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged
by FUNDA | 2026-04-17
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Review|ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supply Shortage
by FUNDA | 2026-04-17
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TSMC 1Q'26 Update
by MBI Deep Dives | 2026-04-17
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Does Upwork have a future?
by scuttleblurb | 2026-04-17
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Robertet : good 2025 results…
by French Hidden Champions | 2026-04-17
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Can AMD Beat NVIDIA?
by Damnang's Substack | 2026-04-17
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Kraken Robotics: Growing Urgency (Ticker: KRKN.F)
by Chit Chat Stocks | 2026-04-17
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Deja vu all over again: Allbirds vs. Zapata's 1998 "fish oil to Dot.com" Pivot
by Value and Opportunity | 2026-04-17
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ASML 1Q'26 Update
by MBI Deep Dives | 2026-04-16
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Chipotle: Recipe For Growth
by TSOH Investment Research | 2026-04-16
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M&A Capital Partners (TYO: 6080) VS. Japan’s Demographic Time Bomb
by KonichiValue | 2026-04-16
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ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More
by SemiAnalysis | 2026-04-15
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Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution
by FUNDA | 2026-04-14
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